Latest Perspectives

Asset Allocation

  1.  
  2. 1
  3. 2
  4. 3
  5. 4

Last year, U.S. stocks had the best returns among major equity markets across the world. Much of this difference in performance was driven by the strength of the dollar which resulted in negative returns for most developed international and emerging market equities, with a handful of exceptions such as India.

Tagged with: Asset Allocation, Global Perspectives, Investing, Markets

We retain very modest expectations for total returns from fixed-income assets based on the low level of yields combined with the expectation that interest rate policy will normalize within the next five years. We believe equities offer returns only slightly below their long-term averages based on expectations of ongoing economic growth and worldwide equity valuations that are not extremely expensive.

| | Tagged with: Asset Allocation, Equities, Fixed Income, Global Perspectives, Investing, Markets

There were no changes from the prior month. Source: Columbia Management Investment Advisers, LLC.

Tagged with: Asset Allocation, Global Perspectives

Source: Columbia Management Investment Advisers, LLC. The chart reflects the views of the Global Asset Allocation Team as of November 19, 2014.

Tagged with: Asset Allocation, Investing

The near-zero interest rate environment has been a support for the financial markets, but as the economy normalizes so will interest rates. While we expect the bull market in equities to continue, returns will likely be far more modest over the next 10 years.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing, Markets

30 years equals about 11,000 days. One might assume that eliminating a few of those days would have little impact on investment performance during that time.

Tagged with: Asset Allocation, Investing, Markets

Q: What indications did you observe that pointed to the recent market volatility storm? A: In our adaptive risk allocation framework, one of the key first level characterizations we make on markets is whether interest rates are normal or too low.

Tagged with: Asset Allocation, Equities, Fixed Income, Global Economy, Investing

There were no changes from the previous month. Source: Columbia Management Investment Advisers, LLC.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing

Watch Jeff Knight, CFA, Global Head of Investment Solutions and Asset Allocation, explain his view of the markets and what’s next for investors. Taking a cross-asset perspective, Knight looks at some key trends leading up to the recent market volatility, including falling U.S. bond yields, economic slowdown in Europe and a strengthening U.S. dollar.

Tagged with: Asset Allocation, Economy, Markets, U.S. Economy

After the recent correction and with the breadth of our asset allocation research still favoring equities, we are rebuilding an equity overweight, primarily using U.S. large-cap stocks. While the Fed heads toward the exit, the European Central Bank is planning to provide further monetary easing and the Bank of Japan is continuing to expand its balance sheet.

Tagged with: Asset Allocation, Economy, Equities, Investing, Markets, U.S. Economy
  1.  
  2. 1
  3. 2
  4. 3
  5. 4

About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $506 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of March 31, 2015. Source: Ameriprise Q1 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.